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Portfolio (Quarterly) Guide ↗

Eddie Patel Inc

· CIK 0002078760
13F Portfolio $167M AUM 127 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 37 Added 25 Reduced 29 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 11,242.0 $8.3M 4.95% +2K +16.3% $736.43 -2.7%
2 GLD SPDR GOLD TR Financial Services 13,004.0 $4.8M 2.86% +1K +11.2% $368.37 +11.0%
3 TLT ISHARES TR 52,652.0 $4.6M 2.72% +47K +890.3% $86.42 -4.1%
4 AMZN AMAZON COM INC Consumer Cyclical 17,155.0 $4.1M 2.44% +4K +25.9% $238.33 +11.8%
5 NVDA NVIDIA CORPORATION Technology 17,930.0 $3.6M 2.14% +2K +11.9% $200.09 +8.7%
6 APP APPLOVIN CORP Technology 5,977.0 $3.1M 1.84% +543.0 +10.0% $515.21 -38.3%
7 GOOG ALPHABET INC 7,596.0 $2.7M 1.60% +2K +25.7% $353.35
8 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 9,321.0 $2.5M 1.51% +1K +16.6% $271.94 -14.4%
9 INCY INCYTE CORP Healthcare 18,439.0 $2.1M 1.25% +8K +83.1% $113.36 +9.7%
10 DY DYCOM INDS INC Industrials 4,003.0 $2.0M 1.21% +605.0 +17.8% $505.53 -41.8%
11 PARR PAR PAC HOLDINGS INC Energy 35,890.0 $2.0M 1.20% +14K +61.6% $56.08 +40.6%
12 EZPW EZCORP INC Financial Services 57,909.0 $2.0M 1.20% +16K +38.5% $34.57 -4.5%
13 TIGO MILLICOM INTL CELLULAR S A Communication Services 21,191.0 $1.9M 1.15% +9K +70.7% $90.76 +2.9%
14 UBER UBER TECHNOLOGIES INC Technology 25,491.0 $1.8M 1.10% +14K +114.0% $72.16 +9.2%
15 MFC MANULIFE FINL CORP Financial Services 44,741.0 $1.8M 1.08% +29K +184.2% $40.51 +5.6%
16 FN FABRINET Technology 3,191.0 $1.8M 1.07% +1K +53.9% $562.11 -26.3%
17 POWL POWELL INDS INC Industrials 6,210.0 $1.8M 1.06% +4K +202.6% $286.38 -36.2%
18 SSRM SSR MINING IN Basic Materials 59,362.0 $1.7M 1.00% +8K +16.2% $28.28 +31.9%
19 NEM NEWMONT CORP Basic Materials 17,644.0 $1.6M 0.98% +7K +61.8% $93.40 +37.0%
20 UNFI UNITED NAT FOODS INC Consumer Defensive 35,583.0 $1.6M 0.97% +14K +62.3% $45.67 +0.3%
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Financial Services 20.9%
Industrials 13.4%
Basic Materials 9.6%
Healthcare 6.8%
Consumer Cyclical 5.3%
Communication Services 4.4%
Energy 3.3%
Real Estate 2.6%
Consumer Defensive 2.2%